Mr. Fillman is a Portfolio Manager and an Analyst in the Equity Research group, focusing on the U.S.
industrials and consumer sectors. He is a Portfolio Manager of Putnam Focused Equity Fund. As an
Analyst, Mr. Fillman is responsible for conducting fundamental analysis, developing insights on material
sustainability issues, assessing valuations, and making buy/sell recommendations for multi-industry,
machinery, transportation, and consumer staples companies. He joined Putnam in 2013 and has been in
the investment industry since 2007.
More from the Equity team
Studying the actions of smart insiders can be a valuable investment tool, and certain types of buying can signal an excellent entry point for a stock or group of stocks.
An active core strategy backed by fundamental, sector-based research has demonstrated impressive long-term performance versus passive strategies.
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.
The evolution of time-as-a-service illustrates the changing nature of economic moats, competitive advantages that protect a company’s market share.